三星将率先量产HBM4：抢下AI存储的“下一张门票”

\u003cdiv class=\"rich_media_content\"\u003e\u003cp\u003e\u003cspan style=\"\"\u003e三星电子将在农历新年假期后率先启动全球首次\u003c/span\u003e\u003c!--VERTICAL_CARD_BEGIN_0--\u003eHBM4\u003c!--VERTICAL_CARD_END_0--\u003e\u003cspan style=\"\"\u003e大规模量产和出货，这款面向人工智能芯片的新一代高带宽存储器性能居行业之首。此举标志着三星试图在新一代\u003c/span\u003e\u003cspan style=\"\"\u003eAI\u003c/span\u003e\u003cspan style=\"\"\u003e存储市场确立主导地位，并弥补上一代产品的市场失地。\u003c/span\u003e\u003c!--MID_AD_0--\u003e\u003c!--EOP_0--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_0--\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e据行业消息人士透露，\u003cstrong\u003e三星电子已将面向英伟达的\u003c/strong\u003e\u003c/span\u003e\u003cstrong\u003eHBM4\u003cspan style=\"\"\u003e量产和出货时间定在本月第三周，即农历新年假期后立即启动。这是全球首次实现新一代\u003c/span\u003e\u003cspan style=\"\"\u003eHBM4\u003c/span\u003e\u003cspan style=\"\"\u003e的量产出货。\u003c/span\u003e\u003c/strong\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e三星电子据悉已提前通过英伟达的质量测试并获得采购订单，在综合考虑英伟达\u003c/span\u003e\u003c!--VERTICAL_CARD_BEGIN_1--\u003eVera Rubin\u003c!--VERTICAL_CARD_END_1--\u003e AI\u003cspan style=\"\"\u003e加速器的发布计划后最终敲定生产排期。\u003c!--SECURE_LINK_BEGIN_0--\u003e英伟达\u003c!--SECURE_LINK_END_0--\u003e计划下月在\u003c/span\u003e\u003cspan style=\"\"\u003eNVIDIA GTC 2026\u003c/span\u003e\u003cspan style=\"\"\u003e大会上首次展示搭载\u003c!--SECURE_LINK_BEGIN_1--\u003e三星\u003c!--SECURE_LINK_END_1--\u003e\u003c/span\u003e\u003cspan style=\"\"\u003eHBM4\u003c/span\u003e\u003cspan style=\"\"\u003e的\u003c/span\u003e\u003cspan style=\"\"\u003eVera Rubin\u003c/span\u003e\u003cspan style=\"\"\u003e产品。\u003c/span\u003e\u003c!--MID_AD_1--\u003e\u003c!--EOP_1--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_1--\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e这一进展对\u003c/span\u003eAI\u003cspan style=\"\"\u003e芯片供应链具有直接影响，将改变高端存储器市场的竞争格局。\u003c/span\u003e\u003c/p\u003e\n\u003ch2\u003e\u003c!--HPOS_0--\u003e\u003cspan style=\"\"\u003e性能指标全面领先行业标准\u003c/span\u003e\u003c/h2\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e三星电子的\u003c/span\u003eHBM4\u003cspan style=\"\"\u003e在性能上实现了对行业标准的大幅超越。从研发之初，三星就将目标设定为超越\u003c/span\u003e\u003cspan style=\"\"\u003e\u003c!--VERTICAL_CARD_BEGIN_2--\u003eJEDEC\u003c!--VERTICAL_CARD_END_2--\u003e\u003c/span\u003e\u003cspan style=\"\"\u003e（固态技术协会）的性能标准，为此同时采用了\u003c/span\u003e\u003cspan style=\"\"\u003e1c DRAM\u003c/span\u003e\u003cspan style=\"\"\u003e工艺和\u003c/span\u003e\u003cspan style=\"\"\u003e4\u003c/span\u003e\u003cspan style=\"\"\u003e纳米晶圆代工工艺。\u003c/span\u003e\u003c!--MID_AD_2--\u003e\u003c!--EOP_2--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_2--\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e凭借这一工艺组合，三星\u003c/span\u003eHBM4\u003cspan style=\"\"\u003e的数据处理速度达到\u003c/span\u003e\u003cspan style=\"\"\u003e11.7 Gbps\u003c/span\u003e\u003cspan style=\"\"\u003e，超出\u003c/span\u003e\u003cspan style=\"\"\u003eJEDEC\u003c/span\u003e\u003cspan style=\"\"\u003e标准\u003c/span\u003e\u003cspan style=\"\"\u003e8 Gbps\u003c/span\u003e\u003cspan style=\"\"\u003e约\u003c/span\u003e\u003cspan style=\"\"\u003e37%\u003c/span\u003e\u003cspan style=\"\"\u003e，较上一代\u003c/span\u003e\u003cspan style=\"\"\u003eHBM3E\u003c/span\u003e\u003cspan style=\"\"\u003e的\u003c/span\u003e\u003cspan style=\"\"\u003e9.6 Gbps\u003c/span\u003e\u003cspan style=\"\"\u003e快\u003c/span\u003e\u003cspan style=\"\"\u003e22%\u003c/span\u003e\u003cspan style=\"\"\u003e。单堆栈存储带宽达到\u003c/span\u003e\u003cspan style=\"\"\u003e3 TB/s\u003c/span\u003e\u003cspan style=\"\"\u003e，是上一代产品的\u003c/span\u003e\u003cspan style=\"\"\u003e2.4\u003c/span\u003e\u003cspan style=\"\"\u003e倍。采用\u003c/span\u003e\u003cspan style=\"\"\u003e12\u003c/span\u003e\u003cspan style=\"\"\u003e层堆叠技术可提供\u003c/span\u003e\u003cspan style=\"\"\u003e36 GB\u003c/span\u003e\u003cspan style=\"\"\u003e容量，未来若采用\u003c/span\u003e\u003cspan style=\"\"\u003e16\u003c/span\u003e\u003cspan style=\"\"\u003e层堆叠，容量可扩展至\u003c/span\u003e\u003cspan style=\"\"\u003e48 GB\u003c/span\u003e\u003cspan style=\"\"\u003e。\u003c!--AI_MID_AD_0--\u003e\u003c/span\u003e\u003c!--MID_AD_3--\u003e\u003c!--EOP_3--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_3--\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e该产品在提升计算性能的同时采用低功耗设计，有望帮助数据中心降低电力消耗和制冷成本。\u003c/span\u003e\u003c/p\u003e\n\u003ch2\u003e\u003c!--HPOS_1--\u003e\u003cspan style=\"\"\u003e产能扩张应对需求激增\u003c/span\u003e\u003c/h2\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e市场条件对三星有利。三星电子预计今年\u003c/span\u003eHBM\u003cspan style=\"\"\u003e销量将较去年增长两倍以上，并已决定在\u003c!--VERTICAL_CARD_BEGIN_3--\u003e平泽园区第四工厂\u003c!--VERTICAL_CARD_END_3--\u003e安装新生产线以扩大产能。\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e三星凭借其作为全球唯一同时具备逻辑芯片、存储器、晶圆代工和封装能力的企业地位，计划通过先进存储器和晶圆代工工艺的协同效应，以综合一站式解决方案提供商的身份最大化竞争优势。\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e据行业消息人士称，\u003c/span\u003e\u0026#34;\u003cspan style=\"\"\u003e三星电子拥有全球最大产能和最广泛产品线，通过率先量产性能最高的\u003c/span\u003e\u003cspan style=\"\"\u003eHBM4\u003c/span\u003e\u003cspan style=\"\"\u003e证明了其技术竞争力。\u003c/span\u003e\u003cspan style=\"\"\u003e\u0026#34;\u003c/span\u003e\u003cspan style=\"\"\u003e该消息人士补充道，\u003c/span\u003e\u003cspan style=\"\"\u003e\u0026#34;\u003c/span\u003e\u003cspan style=\"\"\u003e基于此，公司正处于引领市场的最有利位置。\u003c/span\u003e\u003cspan style=\"\"\u003e\u0026#34;\u003c/span\u003e\u003c!--MID_AD_4--\u003e\u003c!--EOP_4--\u003e\u003c/p\u003e\u003c!--PARAGRAPH_4--\u003e\n\u003ch2\u003e\u003c!--HPOS_2--\u003e\u003cspan style=\"\"\u003e市场格局重塑在即\u003c/span\u003e\u003c/h2\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e此次量产时间表的落地，使三星在与\u003c/span\u003eSK\u003cspan style=\"\"\u003e海力士等竞争对手的角逐中占得先机。\u003c/span\u003e\u003cspan style=\"\"\u003eHBM4\u003c/span\u003e\u003cspan style=\"\"\u003e作为下一代\u003c/span\u003e\u003cspan style=\"\"\u003eAI\u003c/span\u003e\u003cspan style=\"\"\u003e加速器的关键组件，其供应能力将直接影响英伟达等芯片制造商的产品发布节奏和性能表现。\u003c/span\u003e\u003c/p\u003e\n\u003cp\u003e\u003cspan style=\"\"\u003e三星最新采购订单中用于客户成品模块测试的\u003c/span\u003eHBM4\u003cspan style=\"\"\u003e样品数量据悉也大幅增加，显示其在主要客户供应链中的地位正在强化。这对投资者评估三星在高端存储器市场的竞争力具有参考意义。\u003c/span\u003e\u003c/p\u003e\u003cstyle\u003e.rich_media_content{--news-tabel-th-night-color: #444444;--news-font-day-color: #333;--news-font-night-color: #d9d9d9;--news-bottom-distance: 22px}.rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}.rich_media_content .qn-editor-copy p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:unset;line-height:unset;margin-bottom:unset;word-wrap:unset}.rich_media_content{color:var(--news-font-day-color);font-size:18px}@media(prefers-color-scheme:dark){body:not([data-weui-theme=light]):not([dark-mode-disable=true]) .rich_media_content p:not([data-exeditor-arbitrary-box=image-box]){letter-spacing:.5px;line-height:30px;margin-bottom:var(--news-bottom-distance);word-wrap:break-word}body:not([data-weui-theme=light]):not([dark-mode-disable=true]) 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【纠错】【责任编辑:慢慢与快快】

深度观察

新华全媒头条丨中欧班列（西安）2025年开行量突破6000列